Purchases and Sales Made in Q4 2023 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 6.37% |
$714K - $829K
|
27.8K
$16M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.92K- 54.13% |
$725K - $842K
|
1.63K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.93K- 23.31% |
$728K - $846K
|
6.35K
$3.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-1.94K- 1.82% |
$733K - $851K
|
105K
$60.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.97K- 10.21% |
$742K - $861K
|
17.3K
$9.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.97K- 31.84% |
$744K - $865K
|
4.22K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.98K- 2.96% |
$746K - $866K
|
64.9K
$37.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.98K- 12.76% |
$747K - $868K
|
13.5K
$7.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.01K- 15.81% |
$757K - $879K
|
10.7K
$6.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.07K- 10.18% |
$779K - $905K
|
18.2K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.07K- 2.82% |
$780K - $905K
|
71.1K
$40.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.08K- 22.44% |
$783K - $909K
|
7.17K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.14K- 21.03% |
$806K - $936K
|
8.02K
$4.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.16K- 2.59% |
$815K - $946K
|
81.2K
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-2.17K- 72.52% |
$818K - $950K
|
821
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.17K- 96.11% |
$820K - $952K
|
88
$50.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 31.91% |
$829K - $963K
|
4.69K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.2K- 3.03% |
$830K - $964K
|
70.3K
$40.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.21K- 27.03% |
$833K - $968K
|
5.96K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.21K- 38.48% |
$834K - $969K
|
3.54K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.22K- 5.98% |
$837K - $972K
|
34.9K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 16.18% |
$858K - $997K
|
11.8K
$6.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.28K- 4.61% |
$859K - $998K
|
47.1K
$27.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.28K- 52.53% |
$862K - $1M
|
2.06K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 5.05% |
$883K - $1.02M
|
44K
$25.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.37K- 59.4% |
$893K - $1.04M
|
1.62K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.38K- 54.92% |
$897K - $1.04M
|
1.95K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.39K- 1.83% |
$901K - $1.05M
|
128K
$73.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.42K- 1.49% |
$913K - $1.06M
|
160K
$91.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.14% |
$921K - $1.07M
|
24.2K
$13.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 1.56% |
$924K - $1.07M
|
155K
$89M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.48K- 30.29% |
$937K - $1.09M
|
5.72K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.5K- 23.41% |
$943K - $1.1M
|
8.18K
$4.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.51K- 8.98% |
$945K - $1.1M
|
25.4K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.52K- 17.37% |
$949K - $1.1M
|
12K
$6.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.54K- 18.31% |
$958K - $1.11M
|
11.3K
$6.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 5.11% |
$980K - $1.14M
|
48.2K
$27.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.62K- 2.7% |
$987K - $1.15M
|
94.3K
$54.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.65K- 6.98% |
$1M - $1.16M
|
35.4K
$20.4M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.68K- 52.91% |
$1.01M - $1.17M
|
2.38K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.68K- 3.09% |
$1.01M - $1.18M
|
84.3K
$48.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.85K- 2.7% |
$1.07M - $1.25M
|
102K
$58.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.85K- 8.58% |
$1.08M - $1.25M
|
30.4K
$17.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.93K- 7.14% |
$1.11M - $1.28M
|
38.1K
$21.9M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.93K- 58.11% |
$1.11M - $1.28M
|
2.11K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.95K- 9.94% |
$1.11M - $1.29M
|
26.7K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.96K- 34.23% |
$1.12M - $1.3M
|
5.68K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.01K- 0.89% |
$1.13M - $1.32M
|
334K
$192M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.09% |
$1.13M - $1.32M
|
56K
$32.2M
|